美股SaaS厂商业绩：AI赋能B端创收

Key Points Industry/Company Involved - Industry: AI and software solutions - Companies: Salesforce (CRM), SAP (SAC), ServiceNow (NOW), SEED, Palo Alto Networks (PANW), Dolingo (DL), Adobe (ADBE), Freshworks (FRWS) Core Views and Arguments - Trend 1: Companies are seeing significant revenue growth from AI applications, particularly in cloud ERP suites and customer relationship management (CRM) systems [doc id='2']. - Trend 2: Software companies are continuing to invest heavily in AI, with Salesforce's AI Agent and ServiceNow's AI platform as examples [doc id='5']. - Trend 3: Companies are optimistic about the future of AI, with ServiceNow and Adobe providing strong revenue and profit growth outlooks [doc id='6', doc id='14']. - Trend 4: AI is driving growth in various sectors, including cloud services, CRM, and advertising [doc id='3', doc id='14', doc id='15']. Other Important Content - SAP (SAC): Achieved revenue of 8.47 billion euros, up 99% year-over-year, driven by strong performance in cloud ERP suites and AI applications [doc id='3']. - ServiceNow (NOW): Revenue increased 27.61% year-over-year, driven by strong growth in its AI platform and AI Agent [doc id='5', doc id='6']. - SEED: Revenue grew 7.2% year-over-year, driven by growth in its software development and collaboration tools [doc id='7']. - Palo Alto Networks (PANW): Revenue grew 32% year-over-year, driven by strong growth in its AI Platform and Foundry products [doc id='8']. - Dolingo (DL): Revenue grew 49% year-over-year, driven by strong growth in its AI-powered language learning platform [doc id='11']. - Adobe (ADBE): Revenue grew 65.6% year-over-year, driven by strong growth in its AI-powered advertising solutions [doc id='14']. - Freshworks (FRWS): Revenue grew 172.73% year-over-year, driven by strong growth in its AI-powered customer service solutions [doc id='15']. Recommendations - Focus on AI and software solutions companies: Salesforce, SAP, ServiceNow, SEED, Palo Alto Networks, Dolingo, Adobe, and Freshworks are recommended as leading companies in the AI and software solutions industry [doc id='17'].